Consumer Originations Proactive Outreach Agent - Jacksonville

JPMorgan Chase & Co.•Jacksonville, FL

5h•Onsite

About The Position

Are you energized by a fast-paced environment and passionate about helping customers achieve their homeownership dreams? Join our Proactive Outreach team, where you’ll connect potential customers with our expert Home Lending Advisors and play a key role in driving business growth. As a Proactive Outreach Agent in our Proactive Outreach team, you’ll be at the forefront of our lead generation effort, calling customers from various sources, confirming interest for mortgage products, and seamlessly transferring qualified leads to our Home Lending Advisors. You’ll thrive in a dynamic, customer-centric team that values collaboration, adaptability, and a commitment to excellence.

Requirements

Ability to work effectively in a team environment, prioritizing support, service, and business needs
Willingness to take on new tasks and responsibilities as business needs evolve
Thrive in a fast-paced environment and adapt to change
Proficient in Microsoft Office (Outlook, Excel, Word) and able to work with multiple applications simultaneously
Strong problem-solving, attention to detail, communication, and listening skills
Demonstrate helpfulness, empathy, and a positive attitude to support a winning team culture
Use time effectively, focusing on value-added activities
Strong adherence to compliance regulations
High School Diploma or GED

Nice To Haves

Familiarity with mortgage originations or servicing systems and processes
Prior call center experience
Some College

Responsibilities

Efficiently manage and prioritize a variety of lead types, ensuring timely follow-up and transfers to Home Lending Advisors
Initiate contact with potential customers, provide information, and assist in connecting them with the right advisor
Respond to customer application leads, address inquiries, and facilitate smooth transitions
Leverage multiple shared mailboxes and systems, maintaining data integrity and quality for all records
Foster strong relationships with internal partners and customers through real-time communication and follow-up
Contribute to the development and refinement of procedures, templates, and job aids to enhance lead management
Partner with the Sales teams to support overall objectives and foster a cooperative, dynamic work environment
Ensure all activities comply with relevant regulations and company policies
Demonstrate a commitment to customer service through helpful, empathetic, and positive interactions

Benefits

competitive total rewards package including base salary determined based on the role, experience, skill set and location
commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions
comprehensive health care coverage
on-site health and wellness centers
a retirement savings plan
backup childcare
tuition reimbursement
mental health support
financial coaching
professional development